Filed: 7/7/2026ACC: 0001632812-26-000019
📋 What this filing means
BDF-GESTION filed this quarterly 13F‑HR report disclosing 143 equity positions with a total reported market value of $746.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
143
Positions
$746.77M
Total AUM (reported)
3.68M
Total Shares
Allocation by class
COM$568.89M76.2%
COM NEW$97.33M13.0%
CL A$19.99M2.7%
SHS$17.94M2.4%
COM SHS$7.37M1.0%
ORDINARY SHARES$7.26M1.0%
SHS USD$6.91M0.9%
Portfolio Concentration
Top 3$204.69M27.4%
4–10$142.98M19.1%
11–25$96.73M13.0%
Rest$302.38M40.5%
Top 3 weight
27.4%
Top 10 weight
46.6%
Voting Authority Distribution
Total shares with voting rights: 3.68M
Sole
Full voting authority
3.68M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole143
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings143
Rows:
MORGAN STANLEY
SOLEShares14.33K
TypeSH
Market value$76.25M
10.21%
Sole
14.33K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES
SOLEShares27.73K
TypeSH
Market value$72.62M
9.72%
Sole
27.73K
Shared
0.00
None
0.00
STANLEY BLACK & DECKER INC
SOLEShares16.11K
TypeSH
Market value$55.83M
7.48%
Sole
16.11K
Shared
0.00
None
0.00
ADVANCED DRAINAGE SYSTEMS IN
SOLEShares11.69K
TypeSH
Market value$30.48M
4.08%
Sole
11.69K
Shared
0.00
None
0.00
REGAL REXNORD CORP
SOLEShares8.99K
TypeSH
Market value$30.23M
4.05%
Sole
8.99K
Shared
0.00
None
0.00
CHURCH & DWIGHT CO INC
SOLEShares21.69K
TypeSH
Market value$26.95M
3.61%
Sole
21.69K
Shared
0.00
None
0.00
JOHNSON CONTROLS INTERNATION
SOLEShares20.62K
TypeSH
Market value$17.63M
2.36%
Sole
20.62K
Shared
0.00
None
0.00
CORNING INC
SOLEShares13.81K
TypeSH
Market value$17.20M
2.30%
Sole
13.81K
Shared
0.00
None
0.00
TRANSUNION
SOLEShares20.50K
TypeSH
Market value$10.80M
1.45%
Sole
20.50K
Shared
0.00
None
0.00
KLA CORP
SOLEShares33.38K
TypeSH
Market value$9.68M
1.30%
Sole
33.38K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares1.95K
TypeSH
Market value$7.94M
1.06%
Sole
1.95K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares7.25K
TypeSH
Market value$7.77M
1.04%
Sole
7.25K
Shared
0.00
None
0.00
VERSIGENT PLC
SOLEShares8.01K
TypeSH
Market value$7.26M
0.97%
Sole
8.01K
Shared
0.00
None
0.00
AMERIPRISE FINANCIAL INC
SOLEShares3.69K
TypeSH
Market value$7.20M
0.96%
Sole
3.69K
Shared
0.00
None
0.00
STERIS PLC
SOLEShares6.70K
TypeSH
Market value$6.91M
0.93%
Sole
6.70K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares42.52K
TypeSH
Market value$6.83M
0.91%
Sole
42.52K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares21.24K
TypeSH
Market value$6.49M
0.87%
Sole
21.24K
Shared
0.00
None
0.00
THE CIGNA GROUP
SOLEShares5.27K
TypeSH
Market value$6.19M
0.83%
Sole
5.27K
Shared
0.00
None
0.00
TRONOX HOLDINGS PLC
SOLEShares55.68K
TypeSH
Market value$5.95M
0.80%
Sole
55.68K
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP
SOLEShares16.85K
TypeSH
Market value$5.81M
0.78%
Sole
16.85K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares131.50K
TypeSH
Market value$5.73M
0.77%
Sole
131.50K
Shared
0.00
None
0.00
AMPHENOL CORP-CL A
SOLEShares15.84K
TypeSH
Market value$5.72M
0.77%
Sole
15.84K
Shared
0.00
None
0.00
GENERAL MOTORS CO
SOLEShares36.90K
TypeSH
Market value$5.71M
0.77%
Sole
36.90K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares15.59K
TypeSH
Market value$5.68M
0.76%
Sole
15.59K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares17.04K
TypeSH
Market value$5.53M
0.74%
Sole
17.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MORGAN STANLEYSOLE | COM NEW | 14.33K | SH | $76.25M 10.21% | 14.33K | 0.00 | 0.00 |
ADVANCED MICRO DEVICESSOLE | COM | 27.73K | SH | $72.62M 9.72% | 27.73K | 0.00 | 0.00 |
STANLEY BLACK & DECKER INCSOLE | COM | 16.11K | SH | $55.83M 7.48% | 16.11K | 0.00 | 0.00 |
ADVANCED DRAINAGE SYSTEMS INSOLE | COM | 11.69K | SH | $30.48M 4.08% | 11.69K | 0.00 | 0.00 |
REGAL REXNORD CORPSOLE | COM | 8.99K | SH | $30.23M 4.05% | 8.99K | 0.00 | 0.00 |
CHURCH & DWIGHT CO INCSOLE | COM | 21.69K | SH | $26.95M 3.61% | 21.69K | 0.00 | 0.00 |
JOHNSON CONTROLS INTERNATIONSOLE | COM | 20.62K | SH | $17.63M 2.36% | 20.62K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 13.81K | SH | $17.20M 2.30% | 13.81K | 0.00 | 0.00 |
TRANSUNIONSOLE | COM | 20.50K | SH | $10.80M 1.45% | 20.50K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 33.38K | SH | $9.68M 1.30% | 33.38K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 1.95K | SH | $7.94M 1.06% | 1.95K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 7.25K | SH | $7.77M 1.04% | 7.25K | 0.00 | 0.00 |
VERSIGENT PLCSOLE | ORDINARY SHARES | 8.01K | SH | $7.26M 0.97% | 8.01K | 0.00 | 0.00 |
AMERIPRISE FINANCIAL INCSOLE | COM | 3.69K | SH | $7.20M 0.96% | 3.69K | 0.00 | 0.00 |
STERIS PLCSOLE | SHS USD | 6.70K | SH | $6.91M 0.93% | 6.70K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 42.52K | SH | $6.83M 0.91% | 42.52K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 21.24K | SH | $6.49M 0.87% | 21.24K | 0.00 | 0.00 |
THE CIGNA GROUPSOLE | COM | 5.27K | SH | $6.19M 0.83% | 5.27K | 0.00 | 0.00 |
TRONOX HOLDINGS PLCSOLE | SHS | 55.68K | SH | $5.95M 0.80% | 55.68K | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 16.85K | SH | $5.81M 0.78% | 16.85K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 131.50K | SH | $5.73M 0.77% | 131.50K | 0.00 | 0.00 |
AMPHENOL CORP-CL ASOLE | CL A | 15.84K | SH | $5.72M 0.77% | 15.84K | 0.00 | 0.00 |
GENERAL MOTORS COSOLE | COM | 36.90K | SH | $5.71M 0.77% | 36.90K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 15.59K | SH | $5.68M 0.76% | 15.59K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 17.04K | SH | $5.53M 0.74% | 17.04K | 0.00 | 0.00 |
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